City
Wealth management firms in South Burlington, Vermont
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in South Burlington, Vermont reported $3.0 billion in regulatory assets under management; the largest by assets was Pathway Financial Advisors, LLC, with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $3.0 billion
- Average per firm
- $272.9 million
- SEC-registered, of those listed
- 6 of 11 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pathway Financial Advisors, LLC | SEC | $1.6 billion | 1,147 |
| 2 | Broadlake Financial Management | SEC | $409.6 million | 1,166 |
| 3 | Farrow Financial Inc | SEC | $280.1 million | 573 |
| 4 | Intrack Investment Management, Inc. | SEC | $275.7 million | 590 |
| 5 | Poulos Advisors, Inc. | SEC | $150.4 million | 319 |
| 6 | Quantum Leap Capital, LLC | SEC | $120.5 million | 575 |
| 7 | Emg | State | $57.0 million | 236 |
| 8 | Pochop Financial Management, Inc. | State | $37.1 million | 170 |
| 9 | B.W. Belisle Planning & Strategy Company LLC | State | $16.6 million | 30 |
| 10 | True North Financial Planning, LLC | State | $5.5 million | 21 |
| 11 | Amor Fati Financial Services LLC | State | $0 | 0 |
Wealth management firms in Vermont, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.